+66.5%
CF vs SOXQ
+105.6%
-39.1%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.4% | +2.4% | +2.9% |
| 7D | -0.8% | +5.2% | -6.1% | +0.2% |
| 30D | +14.3% | -0.5% | +14.8% | +14.3% |
| 3M | +27.9% | -5.6% | +33.5% | +28.5% |
| 6M | +25.5% | +53.0% | -27.5% | +46.4% |
| YTD | +81.2% | +68.8% | +12.4% | +109.5% |
| 1Y | +66.5% | +105.7% | -39.2% | +88.7% |
| All | +66.5% | +105.6% | -39.1% | +88.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded SOXQ wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling